• Jessica Ortega, , CFP®, RICP®

    Financial Advisor, RJFS

Jessica, a CERTIFIED FINANCIAL PLANNER professional and Retirement Income Certified Professional®, has been a member of the Eagle Wealth Strategies team since 2005. Jessica holds a Bachelor's degree in Finance from Rowan University as well as a Series 7 General Securities license, Series 66 Uniform Combined State Law license, and Life and Health Insurance licenses in the State of New Jersey. Jessica is actively involved in all client relationships including meeting with individuals, designing and monitoring financial plans, preparing client reports, and portfolio trading. She also focuses on retirement income and tax planning strategies. Her organizational skills help to maintain our practice's standard of excellence.

Jessica resides in Pitman, New Jersey with her husband Dave, daughter Emerson and their dog, Lola. An avid runner and frequent traveler, she is working toward her goal of completing a half marathon in all 50 states. As a Philadelphia Union season ticket holder, you can often catch Jessica at a soccer game, which she also enjoys playing recreationally.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.